Day.ai

What is Day.ai?

Day.ai is a next-generation CRM built around the idea that the system should work for you, not the other way around. Instead of requiring sales and revenue teams to manually log interactions, Day.ai connects to your communication stack — Gmail, Outlook, Google Meet, Zoom, and Slack — and continuously extracts contacts, deal context, relationship intelligence, and action items from real conversations. It structures this data automatically, keeps records perpetually up to date, and surfaces what needs to happen next. Backed by Sequoia Capital's $20M Series A, Day.ai is purpose-built for modern B2B revenue and product teams.

Key Features

• Automatic Conversation Capture

  Connects to email, calendar, video meetings, and Slack to extract and structure customer data in real time — contacts, companies, deals, and timelines update without any manual input.

• Meeting Assistant

  Joins video calls to generate concise summaries, highlight key moments, and identify action items automatically, so reps can stay focused on the conversation rather than note-taking.

• Relationship Intelligence

  Maps how relationships evolve across interactions, classifies relationship types (customer, prospect, partner), identifies champions and blockers, and provides clear reasoning behind each classification.

• Natural Language Querying

  Ask questions about your customer history in plain English and get cited answers drawn directly from past conversations — no complex filters or report building needed.

• Auto-Generated Follow-Ups & Docs

  Drafts follow-up emails, mutual action plans, and business cases based on meeting context, turning hours of post-call admin into a quick review-and-send workflow.

• Custom AI-Populated Fields

  Supports custom CRM fields that auto-populate from conversations and web research, giving teams a data foundation tailored to their specific business logic and pipeline stages.

Use Cases

• Sales Pipeline Management : Account executives can maintain accurate, up-to-date deal records without manual logging — Day.ai builds pipeline context directly from discovery calls and email threads.
• Customer Success & Renewals : Success teams get a complete view of account health, open commitments, and relationship history, making QBR prep and renewal conversations faster and better informed.
• Revenue Operations : RevOps leaders can query the CRM conversationally, verify data accuracy with source citations, and maintain a reliable system of record without chasing reps for updates.
• B2B Relationship Management : Teams managing complex multi-stakeholder accounts can track how relationships develop across contacts and organizations, with context that goes far beyond standard CRM fields.

FAQs